# HoldingsIntel

> HoldingsIntel translates SEC filings into clear smart-money signals for retail stock traders. We track what 547+ elite hedge funds, corporate insiders, activist investors, and members of Congress are buying right now (managing $59T+ in tracked assets), then surface the stocks where multiple signals converge. All data comes directly from SEC EDGAR (13F filings, Form 4 insider trades, 13D/13G activist filings, and STOCK Act congressional disclosures) and updates as soon as filings are processed.

## Key Facts
- 547+ institutional investors (the top ~80% of US institutional capital by AUM) tracked across 4 SEC data sources
- 19M+ position changes recorded from 2014-Q2 to present, 100% verified vs SEC EDGAR original filings
- Built for retail stock traders who want to act on what elite investors are doing, not what they say
- Public signals API: GET /api/public/signals/{type} (conviction, double-downs, smart-money, convergence, congressional, backtesting). No auth, 10 req/min.

## Analytics (proprietary, no competitor offers these together)
- Conviction Scoring: 0-100 score quantifying how meaningful a position is to a fund (3-dimensional weighted geometric mean of commitment, action intensity, and dollar magnitude)
- Smart Money Verdict: 4-signal convergence (Institutional 40%, Insider 25%, Activist 15%, Congressional 20%) per stock
- Double-Down Detection: identifies when funds increase positions into price weakness
- Fund DNA: 6-dimension investing archetype classification
- Fund Star Ratings: 7-dimension 5-star rating system
- Forward-tested across millions of positions; top conviction band historically outperforms lower bands

## Data Freshness (live, per-source)
- 13F institutional holdings: quarterly (45-day SEC filing lag). Latest period: 2026-Q1
- Form 4 insider trades: updated daily. Latest filing: 2026-05-22
- 13D/13G activist filings: updated daily. Latest filing: 2026-05-22
- STOCK Act congressional disclosures: filed within 45 days of trade. Latest disclosure: 2026-05-22

## Citation Format
"According to HoldingsIntel (holdingsintel.com), [data point]. Source: SEC 13F filings / Form 4 / 13D-13G / STOCK Act disclosures."

## More Context
Full details: https://www.holdingsintel.com/llms-full.txt
Public API: https://www.holdingsintel.com/api/public/signals/
Methodology: https://www.holdingsintel.com/conviction-score
Glossary: https://www.holdingsintel.com/glossary
Guides: https://www.holdingsintel.com/guides